Komori
SmartDrive (5137) · InitiativeRestatedLatest Results briefing materials (2026-05-22): "Advanced"

Subscription and Recurring Revenue

First written in FY2022. 7 of 10 entries say "Restated". Latest entry: 2026-05-22.

10entries
5years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2022 – FY20252022: 12023: 420232024: 220242025: 120252026: 22026
Same theme, other companies
Emphasis on the Subscription-Based Revenue ModelA theme 5 companies write about · 0 as a headwind · 5 as a tailwind

3 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「Service fees are primarily charged on a subscription basis according to the customer company's usage period, number of users and other factors. Based on the continued provision of services, this business model is expected to provide the stability of a recurring-revenue business, in which revenue accumulates continuously, as well as high growth potential as the number of new contracts increases.」

    The Group continues to pursue a revenue model featuring subscriptions, recurring revenue, multi-year contracts and upfront collection.
  2. FY2024-Q2RestatedAnnual report

    「Under these circumstances, as part of its domestic fleet operator business, the Group continued to provide SaaS-based fleet management services and analysis services for driving data and other information to customer companies of various sizes and across various sectors, while proposing ways to use customer-owned data and promoting DX.」

    The Group continues to provide SaaS-based fleet management, driving data analysis, and proposals for using customer data and promoting DX.
  3. FY2024-Q1RestatedAnnual report

    「Under these circumstances, as part of its domestic fleet operator business, the Group continued to provide SaaS-based fleet management services and analysis services for driving data and other information to customer companies of various sizes and across various sectors, while proposing ways to use customer-owned data and promoting DX. As part of its domestic asset owner business, the Group also advanced the OEM provision of its existing services, joint customer acquisition and expanded sales with leasing companies and automakers seeking to create new business opportunities using data, including the provision of and support for introducing telematics services for end users, meaning the corporate customers of leasing companies and automakers, as well as the provision of its data platform and data analysis services.」

    The Group continues to provide SaaS-based fleet management, driving data analysis, proposals for using customer data, telematics services, OEM services, and joint customer acquisition and expanded sales.
  4. FY2023RestatedAnnual report

    「Service fees are primarily charged on a subscription basis according to the customer company's usage period, number of users and other factors. Based on the continued provision of services, this business model is expected to provide the stability of a recurring-revenue business, in which revenue accumulates continuously, as well as high growth potential as the number of new contracts increases.」

    The Group continues to describe a revenue model based on subscriptions, recurring revenue, multi-year contracts and upfront collection.
  5. FY2023-Q3RestatedAnnual report

    「Under these circumstances, as part of its domestic fleet operator business, the Group continued to provide SaaS-based fleet management services and analysis services for driving data and other information to customer companies of various sizes and across various sectors, while proposing ways to use customer-owned data and promoting DX.」

    The Group continues to provide SaaS-based fleet management services, driving data analysis, and proposals for using customer data and promoting DX.
  6. FY2023-Q2RestatedAnnual report

    「As part of its domestic fleet operator business, the Group continued to provide SaaS-based fleet management services and analysis services for driving data and other information to customer companies of various sizes and across various sectors, while proposing ways to use customer-owned data and promoting DX.」

    The Group continues to provide SaaS-based fleet management, driving data analysis, and proposals for using customer data and promoting DX.
  7. FY2023-Q1RestatedAnnual report

    「As part of its domestic fleet operator business, the Group continued to provide SaaS-based fleet management services and analysis services for driving data and other information to customer companies of various sizes and across various sectors, while proposing ways to use customer-owned data and promoting DX.」

    The Group reconfirms that it continues to provide SaaS-based fleet management services.
  8. FY2022First statedAnnual report

    「Service fees are primarily charged on a subscription basis according to the customer company's usage period, number of users and other factors. Based on the continued provision of services, this business model is expected to provide the stability of a recurring-revenue business, in which revenue accumulates continuously, as well as high growth potential as the number of new contracts increases. It is also expected to provide cash flow stability because contracts are primarily for multiple years and the contract amount is collected upfront in a lump sum.」

    Recurring billing, multi-year contracts and upfront collection are described as features of the revenue model.
Moved together

"Strengthening the Mobility Data Platform" moved the same way as this thread, in the same document, in 2 of its 10 moves.

2★1
  1. ★This thread
  2. 1Strengthening the Mobility Data Platform2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for SmartDrive yet. It last moved in the Results briefing materials of 2026-05-22: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Subscription and Recurring Revenue | SmartDrive inc. (5137) | Komori